Mohamad Omran is a strategic investment and regulatory leader with over two decades of experience across asset management, central banking, and financial automation—positioning him as a trusted advisor to family offices and sovereign wealth funds navigating today’s complex investment landscape.
At Franklin Templeton / Putnam Investments, he led firmwide efforts to automate tax-sensitive portfolio strategies using Alteryx, unlocking significant operational alpha across high-net-worth and institutional portfolios. Earlier, at the Federal Reserve Bank of Boston, Mohamad shaped post-crisis regulatory oversight for the largest U.S. banks—designing scalable stress testing platforms and guiding capital adequacy reviews used across the Federal Reserve System.
He has conducted due diligence on hedge funds and long-only managers, built thematic model portfolios for high-net-worth clients, and led deep-dive equity research in the U.S. consumer sector at Putnam Investments. His work has consistently focused on aligning macroeconomic insight with bottom-up fundamentals to drive outperformance.
Through Quixotic Labs, Mohamad also advised on frontier innovations in AI, digital currency, and machine learning—helping institutional investors position themselves for the next wave of financial infrastructure.
Educated in both Beirut and Boston, he holds a Master of Science in Investment Management (High Honors) from Boston University and a BBA (With Distinction) from the American University of Beirut. He has completed Level II of the CFA Program and brings a global perspective rooted in rigorous analysis, capital discipline, and scalable systems thinking.More...
UK, US and Middle East sales professional for asset management covering both retail and institutional.More...
T Debord
Fractional COS
Verified
T. Debord is a dynamic Fractional Chief of Staff with over a decade of experience enhancing operational efficiency and strategic execution for high-growth tech and public sector orgs. Known for her innovative approach to problem-solving, she has successfully spearheaded cross-functional initiatives that have led to a 30% increase in productivity across multiple departments. Her expertise in aligning company objectives with actionable plans has made her a sought-after leader in the industry. T. Debord holds an MBA from St. Mary’s and is passionate about mentoring emerging leaders in underserved communities.More...
Abhishek Priyadarshi
Vice President - Alternative Investment and Strategy@HSBC Global Banking and Markets
Verified
EXPERIENCE SUMMARY
Seasoned Financial Modeling and Analytics professional with over 15+ years of experience across global firms such as HSBC, EY, Franklin Templeton, UBS, and Deutsche Bank, holding various strategic roles. A results-driven leader skilled in Alternative Investments, Corporate Finance, M&A, and Valuation across multiple industries. Experienced in driving strategic initiatives, fostering revenue growth, building high-performing teams, and nurturing key client relationships.
PROJECTS UNDERTAKEN SUMMARY
• Financial Modeling: Over 15 years of expertise in designing and developing more than 100 advanced Excel-based models for purposes such as valuation, M&A transactions, spinoffs, and generating actionable insights.
• Research & Report Writing: 12+ years of experience conducting investment research—covering both equity and industry analysis—and producing comprehensive buy-side and sell-side reports for leading global investment banks and asset management firms.
• Data Analytics: 8 years of hands-on experience managing and analyzing large-scale datasets (including alternative and financial data) using advanced Excel, Python, and Power BI, consistently uncovering valuable business insights.
• Leadership: Proven leadership track record spanning over 8 years, successfully building and managing global teams and businesses at organizations such as HSBC, EY, and Franklin Templeton Investments.
• Marketing & Institutional Sales: More than 5 years of experience crafting white papers and thought leadership reports for marketing initiatives, and actively pitching products and services to senior executives at major global corporations as part of the institutional sales team.
CORE COMPETENCIES
Alternative Investments, Financial Modeling, Data Analytics, Investment Strategy, Valuation (DCF, Relative, Waterfall), Client Relationship Management, Team Leadership, Management Consulting.More...
Chris Dunn
Media Trainer and Strategist@ArcPoint Strategy
Verified
Media strategist, writer and copy editor. Experience working with agencies and in-house across industries including tech and healthcare services.More...
24 Years of experience in Sales and Marketing
- Started corporate career with Kothari Pioneer in year 2000- India's First Private Sector Mutual Fund and in 2003 it was acquired by Franklin Templeton Investments
- 12 Years of stint at Franklin Templeton moved from Business Development Executive to AVP managed retails sales to Institutional Sales
- In 2012 Joined G Events Unlimited as Head of Business in Managing corporate events.
- In 2018 Joined as a Director for Phundo Fintech India Pvt Ltd - A most tMore...